Summary
Overview
Work History
Education
Skills
Timeline
Generic

Taylor Johnson

Farmersville,TX

Summary

I used my past banking expertise to help obtain the needed new account documentation, opened new accounts, and help set up Quickbooks at Install Time Inc. My tenure as a Treasury Specialist II honed my customer service skills, ensuring seamless account opening/closing and training for Independent Financial's specialty clients. Achievements include streamlining account opening/closing processes and enhancing client onboarding efficiency. I was able to clear mass amounts of exceptions on the maintenance side of deposit ops in a short period of time. I am able to navigate in fast-paced environments, work well in groups, and able to contribute to help streamline new ideas.

Overview

11
11
years of professional experience

Work History

Accountant

Install Time Inc
09.2022 - Current
  • Handled day-to-day accounting processes.
  • Reconciled accounts and reviewed expense data.
  • Documented cash, credit, accrued expenses, line of credit transactions, and managed quickbooks.
  • Identified significant tax savings opportunities by conducting in-depth research on applicable deductions and credits.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, and cash, and banking reconciliations.

Treasury Specialist II

Independent Financial
07.2013 - 09.2022
  • Opened new accounts for all of the Specialty group.
  • Created new account documentation for Specialty clients and new account signers.
  • Completed secondary reviews on accounts, scanned completed documents, maintenance and cleared exceptions in Doc-tracking.
  • Trained clients for online banking,wires, and RDC scanners.
  • Ensured all documentation with wires were up to date and correct.


Education

High School Diploma -

Farmersville High School
Farmersville
05-2011

Skills

  • Account opening/closing and knowledge all of documents required
  • Multitasking within a fast paced environment
  • Customer Service and training
  • Problem solving skills
  • Organization skills
  • Quickbooks

Timeline

Accountant

Install Time Inc
09.2022 - Current

Treasury Specialist II

Independent Financial
07.2013 - 09.2022

High School Diploma -

Farmersville High School
Taylor Johnson